News & Press

WSJ interviewed Liz about if stock gains will continue into the new year

January 3, 2017

Liz joined Your Money Matter's Charlie Turner to discuss whether the post-election stock market rally was overdone. She says that...

Liz joined WSJ to discuss the underlying stock rally

November 30, 2016

Your Money Matters interviewed Liz on Tuesday to discuss if the post Trump stock rally was pulling back. She believes that...
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Financial Planning interviewed Liz about how we help clients after a storm

October 11, 2016

With Hurricane Matthew approaching, Liz spoke to Financial Planning about the steps we keep in place to help clients before and...

Liz discussed her top 3 stock picks on BNN’s Market Call

September 27, 2016

Liz was interviewed on BNN's Market Call about her market outlook and top 3 stock picks. She says that we may already be in an...
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InvestmentNews interviewed Pearce about preparing retired clients for rising medical expenses

September 19, 2016

Pearce spoke with Greg Iacurci regarding how advisors can help clients prepare for future health-care costs in retirement. He...

WSJ discussed the Fed’s credibility with Liz on What’s News

September 16, 2016

Liz discussed that the market was due for some volatility with Charlie Turner after the stock markets biggest sell off in two...
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Liz interviewed for Financial Planning about the presidential tax proposals

September 7, 2016

John Wasik from Financial Planning asked Liz to comment on what the presidential nominees' tax policies could mean for clients....

Liz discussed earnings and the economy on WSJ’s Your Money Matters

August 1, 2016

Charlie Turner called Liz to discuss the sluggish economy and so-so earnings on WSJ' Your Money Matters. She says that despite...
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To Serve & Protect: Why Munis Are Attractive to Retail

July 21, 2016

Liz joined The Bond Buyer to discuss what retail investors find attractive about municipal bonds in a low yield environment....

Liz spoke to WSJ’s Your Money Matters about if the Fed will raise interest rates

June 6, 2016

After the jobs report was released last week Charlie Turner interviewed Liz on how it may effect whether the Fed hikes the...

WSJ’s What’s News talks to Liz about the rough stock market

May 27, 2016

After a rough Wednesday for the stock market Liz and John Wordock discuss why stocks were down 1% and how corporation financials...

Liz tells The Wall Street Journal that investors are cautiously optimistic

April 18, 2016

Liz discusses that global uncertainty has kept investors cautiously optimistic now that the markets have stabilized after a...

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